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Robinson Smith Wealth Advisors, LLC Employee Directory

Financial ServicesMaine, United States2-10 Employees

Robinson Smith Wealth Advisors, LLC is a small financial services firm based in Portland, Maine, offering independent fiduciary, fee-only financial guidance. Its services are targeted to high net worth executives and working professionals, helping them define and pursue financial goals while managing and enjoying their wealth. The firm emphasizes objective planning and investment oversight conducted in the client's best interests.

In addition to one-on-one advising, RSWA provides educational content through a weekly newsletter and various investing and planning articles on its website. A notable recent development is the hiring of Wesley McNeillie in July 2024, reflecting the firm's ongoing effort to expand its advisory capacity.

Find Robinson Smith Wealth Advisors, LLC employees' phone numbers or email addresses

Robinson Smith Wealth Advisors, LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Robinson Smith Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    T. M. D. C. I. C.
    Chief Compliance Officer And Senior Financial Advisor
    Mobile Phone
  • Stylized image of a person
    D. M. S. C. C.
    Sr. Financial Advisor & Managing Member
    Mobile Phone
  • Stylized image of a person
    W. M.
    Financial Advisor
    Mobile Phone

Robinson Smith Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Community & Social Services

Contact profiles from Robinson Smith Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. M. D. C. I. C.
    Chief Compliance Officer And Senior Financial Advisor
    Mobile Phone
    Jul 29, 2024
  • Stylized image of a person
    D. M. S. C. C.
    Sr. Financial Advisor & Managing Member
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    W. M.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Robinson Smith Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconRobinson Smith Wealth Advisors, LLC was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-207-874-****
. Explore Robinson Smith Wealth Advisors, LLC's company overview page for more information.

What is Robinson Smith Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconRobinson Smith Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Robinson Smith Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Robinson Smith Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconRobinson Smith Wealth Advisors, LLC has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Robinson Smith Wealth Advisors, LLC's key employees and leadership?

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As of August 2026, Robinson Smith Wealth Advisors, LLC's key employees include:

  • Chief Compliance Officer And Senior Financial Advisor: T. M. D. C. I. C.
  • Sr. Financial Advisor & Managing Member: D. M. S. C. C.
  • Financial Advisor: W. M.

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